Alan Higgins @AssetCIO
Views are my own + don’t reflect the views of my employer. Opinions expressed do not constitute investment advice + independent advice should be sought London Joined October 2012-
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15 years ago today, Isner-Mahut concluded... - It was first suspended for darkness on Tuesday - At 6 hours 34 minutes, it broke the world record - It stole headlines from the FIFA World Cup - The scoreboard crashed at 47-47 in the fifth set - It was suspended again at 59-59 on Wednesday - Andy Roddick got Isner and his staff three pizzas - IBM spent the night fixing the scoreboard system - Both Isner and Mahut slept three hours that night - Mahut served to stay in the match a cool 64 times - Both players hit 100+ aces (Isner 113, Mahut 103) - Both players spent 16,000 calories in three days - Isner won 70-68 in 11 hours 5 minutes on Thursday - 85 matches had been completed in the meantime - Mohamed Lahyani never took a bathroom break - A ceremony was held on court to honour them - Mahut blacked out and showered fully clothed - He then returned to Court 18 later for doubles - His match was suspended for darkness, again - Isner failed to serve a single ace in the next round - It's the only match ever where Isner served 0 aces - A plaque is commemorating the match at Court 18 - Memorabilia is on display at the Tennis Hall of Fame - Mahut published a book titled 'The Match of My Life' - They jointly won an award over Federer and Bolt - They faced again the next year, odds were 1 of 142 - Isner won in straights in a mere 2 hours 3 minutes - Isner and Mahut became good friends over the years - Isner sent Mahut a card when Mahut's son was born - HBO released a mockumentary titled '7 Days in Hell' - Wimbledon introduced tiebreaks at 12-12 in 2019 - The full match is available on YouTube since 2020 - It had never happened, it will never happen again - Match point happened at the time of this tweet - Chances are you remember where you were, I do - June 24, 2010 was the only day Queen Elizabeth II visited Wimbledon this century Forever the longest match ever. @JohnIsner @nmahut
@MikeBubbins @StephenMerchant @rickygervais Enjoying it maybe because this is my car? Let me know if you need it for the second series
UK budget £5,000 in “UK” shares what about FTSE 100 stocks Scottish Mortgage Trust and Anglo American - very little to do with the UK but “UK shares”
This week we look at earnings season with Howard Sparks, active investing - again - and why almost no active manager is or actually has been “overweight” Apple stock, two exceptions I can think of @WarrenBuffett and @iancowie podcasts.apple.com/gb/podcast/nee…
Our take on shorting - a look at the The Big Short and @michaeljburry latest disclosed “bearish” positions - plus the BRICS summit- and is this really what China needs ? podcasts.apple.com/gb/podcast/nee…
Don’t forget JNJ also AAA rated..
Microsoft’s AAA credit rating is now higher than the U.S. government following Fitch Ratings’ downgrade to AA+. These tech stocks have the highest credit ratings in the S&P 500: Microsoft $MSFT: AAA Google $GOOGL: AA+ Apple $AAPL: AA+ Amazon $AMZN: AA Automatic Data Processing
This week as well as “the usual” we ask what was the better investment an Hermes bag or the stock? Also did @carlosalcaraz incredible victory move the Wimbledon debenture market ? podcasts.apple.com/gb/podcast/nee…
When Jack Nicholson won a BAFTA for Chinatown, he accepted the award from the set of ONE FLEW OVER THE CUCKOO'S NEST. One of the great acceptance speeches.
I once had a morning radio show on GLR. I would do 6 till 9am then hand over to Chris Morris. My show was pretty good. His was pretty goodier. This will never happen again. youtube.com/watch?v=sC3c2a…
Who will win if that cage fight happens between @elonmusk and Mark Zuckerberg plus what created this inflation surge ? podcasts.apple.com/gb/podcast/nee…
Excellent letter on the Bairstow affair in today’s Guardian:
Some full economics and finally how @Wimbledon debentures work, have they been a good investment? podcasts.apple.com/gb/podcast/nee…
Thank you @annaedwardsnews here is a podcast on this “how to do needy in a higher rate environment m” podcasts.apple.com/gb/podcast/nee…
2/6 – ‘Stocks can withstand higher rates’ That’s according to @AssetCIO, CIO at Coutts & Co. He sees a downturn coming but isn’t cutting back equity exposure. His analysis (back to 1871) tells him rates could go to 8% before the case for equities is undermined.
"We got four chords in this song Michael" Concerts for the People of Kampuchea gig where we headlined with The Clash on Support & Mick Jones graced the stage for Sweet Gene Vincent. #iandury #theclash #mickjones #sweetgenevincent Up & Coming Gigs in 23 - theblockheads.com/live-gigs/
End of an era for these perpetual FRNs they were issued by Barclays (and others) when I started my career ! Issued at very low credit spreads and perpetual - there must have been 20 market makers in these then. Fell below 40 in 2008 - now redeemed at 100 !
I really struggled to find a positive analyst view on US equities which of course is a positive signal in itself - @fundstrat I hope I represented your view accurately enough podcasts.apple.com/gb/podcast/nee…
@cnbcKaren @GeoffCutmore Best wishes @GeoffCutmore you will be missed
Jeremy Clarke, one of the most loved columnists in the history of The Spectator, died this morning at his home in Provence Fraser Nelson spectator.co.uk/article/a-trib…
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